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Twin Peaks Wealth Advisors’s Bank OZK OZK Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.63K Buy
+79
New +$3.72K ﹤0.01% 1509
2025
Q3 		– Sell
-39
Closed -$1.93K – 1510
2025
Q2 		$1.93K Buy
+39
New +$1.71K ﹤0.01% 1635

Other funds holding OZK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Twin Peaks Wealth Advisors's OZK Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Bank OZK (OZK) in Q1 2026: 79 shares worth $3.63K. The stake represents ﹤0.01% of the portfolio and ranks #1509 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in OZK as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in OZK in Q2 2025 and has held it in 2 quarters since. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Twin Peaks Wealth Advisors held 79 shares of Bank OZK worth $3.63K as of Q1 2026.
  • Bank OZK was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Bank OZK made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1509 holding.
  • Twin Peaks Wealth Advisors first reported a position in Bank OZK in Q2 2025 and has held it in 2 quarters since.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.